Bonnie J. Daniels provides comprehensive tax planning to high net worth individuals by crafting domestic and cross-border gift and estate tax efficient plans, structuring closely-held businesses, and facilitating philanthropic objectives.
Bonnie's practice includes drafting wills and domestic and foreign trusts (including dynasty trusts, insurance trusts, and defective grantor trusts), forming closely-held family companies, and structuring gift/estate/income tax efficient transactions. She advises inbound and outbound clients on their tax and reporting obligations, including on the specific U.S. issues that arise in the context of foreign trusts. She helps clients structure their qualified opportunity zone (QOZ) investments and advises on the New York State pass-through entity tax. She also forms private foundations and provides operational advice on avoiding self-dealing pitfalls and related issues.
She is a member of the Society of Trust and Estate Practitioners and of the Tax Section and Trusts & Estates Law Section of the New York State Bar Association.
She received her B.A. summa cum laude from LeTourneau University, her J.D. from Harvard Law School, and her LL.M. (Taxation) from New York University School of Law.
Published: Estate & Gift Tax Planning Newsletter, May 7, 2020
